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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Minneapolis, Minnesota

Salary: $70K - $150K

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients’ core holdings.

ENTRY LEVEL

This role is part of Parametric’s hybrid working model, which includes working in the office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.

JOB RESPONSIBILITIES:
– Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Services and LDI.
– Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
– Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
– Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
– Responsible for the creation and accuracy of customized client performance summaries and assists in external performance reviews with clients.
– Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
– Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
– Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
– Undertake additional professional development such as the CFA program.
– Assume other responsibilities as required.

QUALIFICATIONS:
– Bachelor’s Degree
– Strong interest building a career in Investment Management, working with institutional investment portfolios
– Demonstrated ability to solve problems using logic, creativity, and enthusiasm
– Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
– Must be a self-starter with excellent quantitative and communication skills
– High attention to detail and time management
– Initiative and demonstrated ability to work in an inclusive and collaborative team environment
– Investment management or related industry experience a plus

Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).